Edgemoor Investment Advisors’s Evergy EVRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.88M | Buy |
85,358
+4,297
| +5% | +$296K | 0.51% | 47 |
|
|
2025
Q1 | $5.59M | Buy |
81,061
+2,986
| +4% | +$206K | 0.51% | 46 |
|
|
2024
Q4 | $4.81M | Buy |
78,075
+11,893
| +18% | +$732K | 0.42% | 50 |
|
|
2024
Q3 | $4.1M | Buy |
66,182
+6,156
| +10% | +$382K | 0.36% | 55 |
|
|
2024
Q2 | $3.18M | Sell |
60,026
-1,450
| -2% | -$76.8K | 0.3% | 59 |
|
|
2024
Q1 | $3.28M | Buy |
61,476
+2,600
| +4% | +$139K | 0.31% | 60 |
|
|
2023
Q4 | $3.07M | Sell |
58,876
-1,357
| -2% | -$70.8K | 0.32% | 62 |
|
|
2023
Q3 | $3.05M | Hold |
60,233
| – | – | 0.36% | 59 |
|
|
2023
Q2 | $3.52M | Sell |
60,233
-50
| -0.1% | -$2.92K | 0.4% | 56 |
|
|
2023
Q1 | $3.68M | Sell |
60,283
-350
| -0.6% | -$21.4K | 0.45% | 50 |
|
|
2022
Q4 | $3.82M | Sell |
60,633
-1,280
| -2% | -$80.6K | 0.48% | 48 |
|
|
2022
Q3 | $3.68M | Hold |
61,913
| – | – | 0.49% | 49 |
|
|
2022
Q2 | $4.04M | Sell |
61,913
-751
| -1% | -$49K | 0.51% | 52 |
|
|
2022
Q1 | $4.28M | Hold |
62,664
| – | – | 0.45% | 54 |
|
|
2021
Q4 | $4.3M | Sell |
62,664
-150
| -0.2% | -$10.3K | 0.44% | 54 |
|
|
2021
Q3 | $3.91M | Sell |
62,814
-5,358
| -8% | -$333K | 0.44% | 53 |
|
|
2021
Q2 | $4.12M | Hold |
68,172
| – | – | 0.38% | 53 |
|
|
2021
Q1 | $4.06M | Hold |
68,172
| – | – | 0.41% | 53 |
|
|
2020
Q4 | $3.78M | Sell |
68,172
-244
| -0.4% | -$13.5K | 0.42% | 51 |
|
|
2020
Q3 | $3.48M | Hold |
68,416
| – | – | 0.43% | 50 |
|
|
2020
Q2 | $4.06M | Sell |
68,416
-1,340
| -2% | -$79.4K | 0.55% | 48 |
|
|
2020
Q1 | $3.84M | Sell |
69,756
-1,241
| -2% | -$68.3K | 0.63% | 45 |
|
|
2019
Q4 | $4.62M | Sell |
70,997
-2,060
| -3% | -$134K | 0.53% | 57 |
|
|
2019
Q3 | $4.86M | Sell |
73,057
-2,660
| -4% | -$177K | 0.6% | 55 |
|
|
2019
Q2 | $4.55M | Sell |
75,717
-1,300
| -2% | -$78.2K | 0.57% | 53 |
|
|
2019
Q1 | $4.47M | Hold |
77,017
| – | – | 0.59% | 54 |
|
|
2018
Q4 | $4.37M | Sell |
77,017
-1,280
| -2% | -$72.7K | 0.65% | 46 |
|
|
2018
Q3 | $4.3M | Buy |
+78,297
| New | +$4.3M | 0.53% | 57 |
|